Investment and Wealth Management

Investment and Wealth Management

Wealth management is more than just products or investments. It’s about all of the different facets of your financial circumstances and recognition that each client’s situation and goals are different.

We encorporate investment advice, asset allocation, fund selection, tax planning, retirement and estate planning, and insurance to meet your short and long term goals.

No individual is the same and we don’t believe your investment portfolio or the advice you receive should be the same either. We offer real, impartial advice based on your unique circumstances.

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.
Other Products and Services are offered through Future Financial Planning Group and term/mart Insurance Agency Ltd. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.